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Ameriprise Financial Inc

AMP
Exchange
NYSE
Industry
Investment Advice
SEC CIK
0000820027

In the last 90 days, Ameriprise Financial Inc insiders filed 0 open-market purchases and 5 sales; 1,396 institutions reported holding it in 13F filings for Q2 2026, worth $35.9B in total; no superinvestor holds it.

13F holders, Q3 2022

Institutional positions in Ameriprise Financial Inc as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
942
0 vs. Q2 2022
Shares held
88.6M
−1.04M (−1.2%) vs. Q2 2022
Total value
$22.3B
+$1.03B (+4.8%) vs. Q2 2022
New holders
80
304 more added
Sold out
80
359 more reduced

14 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AMP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 942 institutions
Q1 2021: 885 institutionsQ2 2021: 892 institutionsQ3 2021: 927 institutionsQ4 2021: 987 institutionsQ1 2022: 997 institutionsQ2 2022: 956 institutionsQ3 2022: 942 institutionsQ4 2022: 1,028 institutionsQ1 2023: 1,039 institutionsQ2 2023: 1,079 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,163 institutionsQ1 2024: 1,243 institutionsQ2 2024: 1,250 institutionsQ3 2024: 1,267 institutionsQ4 2024: 1,392 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,363 institutionsQ3 2025: 1,363 institutionsQ4 2025: 1,426 institutionsQ1 2026: 1,394 institutionsQ2 2026: 1,396 institutions
Value heldQ3 2022: $22.3B
Q1 2021: $22.3BQ2 2021: $23.6BQ3 2021: $24.6BQ4 2021: $27.7BQ1 2022: $27.5BQ2 2022: $21.3BQ3 2022: $22.3BQ4 2022: $27.4BQ1 2023: $26.7BQ2 2023: $28.6BQ3 2023: $28.1BQ4 2023: $32.0BQ1 2024: $36.8BQ2 2024: $35.8BQ3 2024: $38.8BQ4 2024: $44.2BQ1 2025: $40.2BQ2 2025: $43.0BQ3 2025: $39.0BQ4 2025: $39.2BQ1 2026: $34.9BQ2 2026: $35.9B
Institutions holding AMP and their total value by quarter
QuarterHoldersValue
Q2 20261,396$35.9B
Q1 20261,394$34.9B
Q4 20251,426$39.2B
Q3 20251,363$39.0B
Q2 20251,363$43.0B
Q1 20251,369$40.2B
Q4 20241,392$44.2B
Q3 20241,267$38.8B
Q2 20241,250$35.8B
Q1 20241,243$36.8B
Q4 20231,163$32.0B
Q3 20231,087$28.1B
Q2 20231,079$28.6B
Q1 20231,039$26.7B
Q4 20221,028$27.4B
Q3 2022942$22.3B
Q2 2022956$21.3B
Q1 2022997$27.5B
Q4 2021987$27.7B
Q3 2021927$24.6B
Q2 2021892$23.6B
Q1 2021885$22.3B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q2 2022.

Institutions holding AMP in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Toroso Investments, LLC1,306$329.0K0.01%+25+2.0%Added
Tectonic Advisors LLC1,307$329.0K0.06%+146+12.6%Added
Centiva Capital, LP1,315$331.0K0.02%−3,526−72.8%Reduced
Eudaimonia Partners, LLC1,320$333.0K0.09%−47−3.4%Reduced
Balasa Dinverno & Foltz LLC1,324$334.0K0.02%+49+3.8%Added
Gateway Investment Advisers LLC1,330$335.0K0.00%−1,104−45.4%Reduced
Basepoint Wealth LLC1,341$337.8K0.36%+6+0.4%Added
Cigna Investments Inc1,341$338.0K0.08%−72−5.1%Reduced
Checchi Capital Advisers, LLC1,346$339.0K0.04%+37+2.8%Added
EPG Wealth Management LLC1,371$345.0K0.14%+332+32.0%Added
Ameritas Investment Partners, Inc.1,375$346.0K0.02%00.0%Unchanged
Renasant Bank1,376$346.0K0.31%+1,376New
Clearstead Advisors, LLC1,382$348.0K0.03%+39+2.9%Added
Kolinsky Wealth Management, LLC1,384$349.0K0.44%+6+0.4%Added
CAPROCK Group, Inc.1,397$352.0K0.03%+42+3.1%Added
Wellington Shields Capital Management, LLC1,400$353.0K0.08%00.0%Unchanged
We Are One Seven, LLC438$353.0K0.03%+438New
Quantitative Investment Management, LLC1,406$354.0K0.06%+1,406New
Vestmark Advisory Solutions, Inc.1,413$356.0K0.02%−1−0.1%Reduced
Lyell Wealth Management, LP1,421$358.0K0.06%−12−0.8%Reduced
Adviser Investments LLC1,419$358.0K0.03%00.0%Unchanged
Edmond de Rothschild Holding S.A.1,441$363.0K0.01%00.0%Unchanged
Ci Investments Inc.1,443$364.0K0.00%+110+8.3%Added
McLean Asset Management Corp1,340$364.0K0.14%+7+0.5%Added
Lincoln National Corp1,446$364.0K0.01%+166+13.0%Added
Dakota Community Bank & Trust NA1,445$364.0K2.52%+1,445New
Ballentine Partners, LLC1,451$366.0K0.01%+200+16.0%Added
Appleton Partners Inc1,461$368.0K0.04%−75−4.9%Reduced
Forum Financial Management, LP1,462$368.0K0.02%00.0%Unchanged
Enzi Wealth1,110$368.0K0.18%+1,110New
IFP Advisors, Inc2,486$370.0K0.01%+447+21.9%Added
Enterprise Financial Services Corp1,474$371.0K0.28%−31−2.1%Reduced
Coastal Bridge Advisors, LLC1,474$371.0K0.10%+3+0.2%Added
Eagle Global Advisors LLC1,480$373.0K0.03%−10−0.7%Reduced
Fort Washington Investment Advisors Inc1,490$375.0K0.00%−75−4.8%Reduced
Moneta Group Investment Advisors LLC1,492$376.0K0.01%−376−20.1%Reduced
Csenge Advisory Group1,505$379.0K0.03%−14−0.9%Reduced
Douglas Lane & Associates, LLC1,508$380.0K0.01%−1,500−49.9%Reduced
Estabrook Capital Management1,511$380.7K0.07%+11+0.7%Added
Johnson Financial Group, Inc.1,275$386.0K0.04%−279−18.0%Reduced
Congress Wealth Management LLC1,536$387.0K0.01%00.0%Unchanged
Crewe Advisors LLC1,541$388.0K0.07%+38+2.5%Added
Tokio Marine Asset Management Co Ltd1,576$397.0K0.03%+190+13.7%Added
Coastline Trust Co1,585$400.0K0.06%00.0%Unchanged
Howard Capital Management Group, LLC1,609$405.0K0.05%00.0%Unchanged
Virtu Financial LLC1,611$406.0K0.04%−3,790−70.2%Reduced
Grimes & Company, Inc.1,610$406.0K0.02%+3+0.2%Added
55I, LLC1,611$406.0K0.01%+1,611New
Fort Point Capital Partners LLC1,615$407.0K0.08%00.0%Unchanged
Charter Oak Capital Management, LLC1,627$410.0K0.07%−54−3.2%Reduced
Wedmont Private Capital1,631$411.0K0.08%+448+37.9%Added
Procyon Private Wealth Partners, LLC1,646$415.0K0.10%−106−6.1%Reduced
Grove Bank & Trust1,672$421.0K0.10%+5+0.3%Added
Empirical Asset Management, LLC1,675$422.0K0.46%+9+0.5%Added
Ancora Advisors, LLC1,683$424.0K0.01%+35+2.1%Added
Allstate Corp1,688$425.0K0.01%−1,342−44.3%Reduced
Gabelli Funds LLC1,700$428.0K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.1,700$429.0K0.04%−300−15.0%Reduced
Insight Advisors, LLC1,705$429.0K0.17%−24−1.4%Reduced
Schechter Investment Advisors, LLC1,714$432.0K0.04%+12+0.7%Added
Argent Trust Co1,721$433.0K0.03%−7−0.4%Reduced
Metis Global Partners, LLC1,722$433.0K0.07%+18+1.1%Added
Old Port Advisors1,567$433.0K0.17%+16+1.0%Added
Pointe Capital Management LLC1,723$434.0K0.35%00.0%Unchanged
Old North State Trust, LLC1,727$435.0K0.38%+1,725+86,250.0%Added
Cambridge Trust Co1,734$436.0K0.02%−279−13.9%Reduced
Hancock Whitney Corp1,740$439.0K0.02%−50−2.8%Reduced
Bridgefront Capital, LLC1,763$444.0K0.46%+1,763New
Banque Cantonale Vaudoise1,773$447.0K0.03%00.0%Unchanged
Accel Wealth Management1,610$447.0K0.24%+6+0.4%Added
Northcape Wealth Management, LLC1,785$450.0K0.16%00.0%Unchanged
ERn Financial, LLC1,788$450.0K0.12%+12+0.7%Added
Domani Wealth, LLC1,800$454.0K0.13%00.0%Unchanged
Alpha Paradigm Partners, LLC1,811$456.0K0.20%−82−4.3%Reduced
Vontobel Holding Ltd.1,792$456.0K0.01%+38+2.2%Added
Clarius Group, LLC1,818$458.0K0.05%+138+8.2%Added
Dodge & Cox1,827$460.0K0.00%00.0%Unchanged
Stonegate Investment Group, LLC1,826$460.0K0.02%+34+1.9%Added
Essex Financial Services, Inc.1,843$464.0K0.06%−2−0.1%Reduced
CWM, LLC1,855$467.0K0.00%+97+5.5%Added
Prosperity Consulting Group, LLC1,852$467.0K0.38%+1,852New
HBK Sorce Advisory LLC1,860$469.0K0.03%+1,860New
Pinnacle Financial Partners Inc1,869$471.0K0.02%00.0%Unchanged
Front Barnett Associates LLC1,877$473.0K0.06%00.0%Unchanged
Independent Advisor Alliance1,885$475.0K0.03%00.0%Unchanged
1776 Wealth LLC1,911$481.0K0.37%00.0%Unchanged
Wade G W & Inc1,924$485.0K0.02%+1,924New
Lindbrook Capital, LLC1,933$487.0K0.08%+108+5.9%Added
Wilbanks Smith & Thomas Asset Management LLC1,941$489.0K0.02%00.0%Unchanged
Moody National Bank Trust Division1,949$491.0K0.05%+21+1.1%Added
Wolverine Trading, LLC1,943$493.0K0.02%−477−19.7%Reduced
Pennsylvania Capital Management Inc1,961$494.0K0.27%00.0%Unchanged
IFG Advisory, LLC1,965$495.0K0.05%−187−8.7%Reduced
Stratos Wealth Partners, LTD.1,970$497.0K0.01%+417+26.9%Added
Signaturefd, LLC1,999$504.0K0.02%−227−10.2%Reduced
Atria Wealth Solutions, Inc.2,015$507.7K0.01%−64−3.1%Reduced
Boston Financial Mangement LLC2,017$508.0K0.02%+46+2.3%Added
Armstrong Shaw Associates Inc2,020$509.0K0.55%00.0%Unchanged
Cavalier Investments, LLC2,065$520.0K0.19%−142−6.4%Reduced
Synovus Financial Corp2,056$520.0K0.01%−38−1.8%Reduced